Top 10 Companies in the Gas Diffusion Layer for Fuel Cells Industry (2026): Market Leaders Powering the Hydrogen Economy

In Business Insights
February 18, 2026


The Global Gas Diffusion Layer (GDL) for Fuel Cells Market was valued at USD 422.5 Million in 2025 and is projected to reach USD 1,025.3 Million by 2034, growing at a Compound Annual Growth Rate (CAGR) of 10.1% during the forecast period (2024–2034). This growth is being fueled by accelerating global investments in green hydrogen infrastructure, supportive governmental decarbonization policies, and the rapid expansion of fuel cell electric vehicles (FCEVs) and stationary power applications.

As the hydrogen economy gains momentum, the performance and durability of fuel cells hinge on their most critical components. At the heart of every Proton Exchange Membrane (PEM) and Solid Oxide Fuel Cell (SOFC) lies the Gas Diffusion Layer—a sophisticated material responsible for gas distribution, electrical conduction, and water management. In this blog, we profile the Top 10 Companies in the Gas Diffusion Layer for Fuel Cells Industry—a group of advanced material specialists and fuel cell innovators defining the future of clean energy technology.


🔟 1. SGL Carbon

Headquarters: Wiesbaden, Germany
Key Offering: SIGRACET® Carbon Paper and Cloth GDLs

SGL Carbon is a global leader in carbon-based solutions and the premier supplier of Gas Diffusion Layers for fuel cells. Their SIGRACET® product line is the industry benchmark, offering unmatched consistency in porosity, electrical conductivity, and mechanical stability for a wide range of fuel cell applications, from automotive to stationary power.

Innovation Initiatives:

  • Pioneering advanced microporous layer (MPL) coatings for superior water management

  • Strategic partnerships with major automotive OEMs for next-generation FCEVs

  • Continuous R&D focused on reducing mass transport losses and enhancing durability

Download FREE Sample Report: Gas Diffusion Layer for Fuel Cells Market – View in Detailed Research Report


9️⃣ 2. Freudenberg Performance Materials

Headquarters: Weinheim, Germany
Key Offering: Freudenberg Fuel Cell Products – GDLs and Components

Freudenberg is a key player in the GDL market, leveraging decades of expertise in nonwovens and precision materials. Their GDLs are engineered for high power density and long-term reliability, making them a preferred choice for demanding automotive and industrial fuel cell applications.

Innovation Initiatives:

  • Development of integrated Gas Diffusion Media solutions

  • Focus on scalable manufacturing processes to reduce system costs


8️⃣ 3. Toray Industries, Inc.

Headquarters: Tokyo, Japan
Key Offering: TORAYCA® Carbon Fiber-based GDLs

Toray Industries, a global leader in carbon fibers and advanced composites, brings its material science prowess to the fuel cell sector. Their GDLs are renowned for their high purity, excellent gas permeability, and robustness, catering to the stringent requirements of the Asian and global markets.

Innovation Initiatives:

  • Leveraging proprietary carbon fiber technology for enhanced GDL performance

  • Active participation in Japan’s national hydrogen strategy and FCEV supply chains


7️⃣ 4. Teijin Limited

Headquarters: Tokyo, Japan
Key Offering: Carbon Nanotube (CNT) integrated GDLs and Advanced Composites

Teijin Limited utilizes its advanced fiber and composite technologies to develop next-generation GDLs. The company is focused on incorporating nanomaterials like carbon nanotubes to create lighter, more conductive, and more durable GDLs for future fuel cell platforms.

Innovation Initiatives:

  • R&D into CNT-enhanced GDLs for improved efficiency

  • Exploration of novel substrates beyond traditional carbon paper and cloth

Download FREE Sample Report: Gas Diffusion Layer for Fuel Cells Market – View in Detailed Research Report


6️⃣ 5. Ballard Power Systems Inc.

Headquarters: Burnaby, Canada
Key Offering: Fuel Cell Stacks and Proprietary GDL Solutions

While primarily known as a leading fuel cell stack manufacturer, Ballard Power Systems develops and sources critical components like GDLs to ensure optimal system performance. Their deep integration into fuel cell design gives them unique insights into GDL requirements for heavy-duty mobility and stationary power.

Innovation Initiatives:

  • Vertical integration strategy for critical component supply

  • Focus on GDLs that perform reliably in harsh operating environments


5️⃣ 6. Mitsubishi Chemical Corporation

Headquarters: Tokyo, Japan
Key Offering: Carbon Alloy-based GDLs and Specialty Chemicals

Mitsubishi Chemical Corporation applies its vast chemical processing expertise to the development of high-performance GDLs. The company focuses on creating materials with tailored pore structures and surface properties to address specific challenges in PEM and SOFC operation.

Innovation Initiatives:

  • Development of carbon alloy materials for enhanced corrosion resistance

  • Collaborations with Japanese automotive and electronics giants


4️⃣ 7. AvCarb Material Solutions

Headquarters: Lowell, Massachusetts, USA
Key Offering: Custom Carbon Substrates and GDLs for Energy Storage

AvCarb, a subsidiary of Textron, specializes in carbon and graphite-based materials for energy applications. Their expertise in producing flexible graphite and carbon fiber products positions them as a significant North American supplier of GDLs for the burgeoning fuel cell market.

Innovation Initiatives:

  • Focus on material solutions for high-temperature and high-power density fuel cells

  • Custom engineering services for OEM-specific GDL requirements


3️⃣ 8. Taiwan Carbon Nano Technology Corporation

Headquarters: Taoyuan City, Taiwan
Key Offering: Nano-Engineered Carbon Papers and GDLs

This specialized manufacturer focuses on the application of nanotechnology to enhance carbon materials for fuel cells. Their products are designed to offer improved conductivity and water management capabilities, catering to a growing customer base in Asia and beyond.

Innovation Initiatives:

  • Integration of graphene and other 2D materials into GDL substrates

  • Development of cost-effective manufacturing processes for volume production


2️⃣ 9. CeTech Co., Ltd. (CETECH)

Headquarters: Wuhan, China
Key Offering: Carbon Paper and Cloth GDLs for PEMFCs

CeTech is a prominent Chinese manufacturer of carbon-based materials, including GDLs for the domestic and international fuel cell markets. The company benefits from China’s aggressive push for fuel cell adoption and is scaling production to meet the demands of the world’s largest FCEV market.

Innovation Initiatives:

  • Rapid scaling of production capacity to support China’s hydrogen goals

  • Development of GDLs optimized for Chinese fuel cell system designs


1️⃣ 10. G-Hydrogen

Headquarters: Seoul, South Korea
Key Offering: GDLs and Fuel Cell Component Integration

G-Hydrogen is a key South Korean player focused on the full fuel cell value chain. Their GDL offerings are integral to the country’s strategy to become a global leader in hydrogen technology, supporting both domestic OEMs and international partners.

Innovation Initiatives:

  • Close collaboration with South Korea’s major industrial conglomerates (Chaebols)

  • Focus on GDLs for a wide range of applications, from vehicles to drones

Get Full Report Here: Gas Diffusion Layer for Fuel Cells Market – View in Detailed Research Report


🌍 Outlook: The Future of Gas Diffusion Layers Is High-Performance and Cost-Effective

The Gas Diffusion Layer market is undergoing a significant transformation. While carbon paper remains the dominant substrate, the industry is investing heavily in advanced material science, nanotechnologies, and scalable manufacturing processes to drive down costs and push performance boundaries.

📈 Key Trends Shaping the Market:

  • Accelerated R&D into graphene and carbon nanotube-enhanced GDLs for higher conductivity

  • Regulatory push for hydrogen infrastructure and FCEV adoption in the EU, US, and Asia

  • Vertical integration by fuel cell OEMs to secure supply chains for critical components

  • Advancements in microporous layer coatings for superior water management in variable conditions

Get Full Report Here: Gas Diffusion Layer for Fuel Cells Market – View in Detailed Research Report

The companies listed above are not only supplying a critical component—they’re enabling the hydrogen revolution that promises a cleaner, more sustainable energy future.